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11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-30 |
| MI | RA | APPROVED | 2025-04-30 |
Branch Locations
11711 North Meridian Street Suite 600, Carmel, IN 46032 • United States
85 Campau Avenue Northwest Suite 200, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | Grand Rapids | MI | 01/2025 | Present |
| Huntington National Bank | Grand Rapids | MI | 12/2009 | 04/2018 |
| Innovia Wealth | Grand Rapids | MI | 04/2024 | 09/2024 |
| Pnc Bank | Grand Rapids | MI | 04/2018 | 04/2024 |
| Unemployment | Grand Rapids | MI | 09/2024 | 01/2025 |
The Legal Assistance Center of West Michigan, not investment-related, Committee Member/Development, January 21, 2025, 2 hours per month, Advisory committee for the 501c3 funding ideas. Guiding Light Ministries - 501c3 not for profit, not investment-related, Advisory Board Member, January 1, 2024, 15 hours per month. Licensed Attorney, not-investment related, Estate Planning, January 1, 1997, 15 hours per year, periodic drafting of estate plans for family members. West Catholic Development, not investment-related, Committee Member, January 1, 2017, 2 hours per month. Advisory to Development group West Catholic High School.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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